Client Relationship Manager jobs in George

Stay safe online. Now more than ever it’s important to be cybersafe. See Santam’s tips to help you stay safe online. Learn more. Find your perfect role at Santam Motor Claims Relationship Manager- George This career opportunity is available at Santam for a Motor Claims Relationship Manager and will be based in the Motor Claims South Region, George. WHAT WILL YOU DO? Overall responsible for...

A leading financial institution in George is seeking an Investment Portfolio Manager to oversee client investments aligning with agreed mandates. The role involves conducting thorough market analyses, enhancing service delivery processes, and establishing key stakeholder relationships to drive revenue growth. Ideal candidates will possess required certifications and relevant financial analysis...

A leading financial institution in George seeks an Investment Portfolio Manager to manage client investments and enhance revenue growth. The ideal applicant should have strong analytical and relationship-building skills, and proficiency in financial management practices. Responsibilities include developing budgets, conducting market analysis, and ensuring high-quality service delivery. This...

A financial services company based in George is looking for an Investment Portfolio Manager to manage client investments and contribute to growth strategies. You will be tasked with analyzing financial data, building client relationships, and ensuring service excellence. Ideal candidates should have relevant qualifications and experience in investment analysis and market trends. This is a...

A leading financial institution in South Africa seeks an Investment Portfolio Manager. In this role, you will manage client investments while providing valuable financial insights and analysis. You will engage with fellow professionals and clients, focusing on delivering exceptional service and identifying growth opportunities. Ideal candidates hold FAIS, RE certifications and possess a solid...

A leading financial services company in South Africa is seeking an Investment Portfolio Manager. You will manage client investments, focusing on service excellence and strategic growth. Your responsibilities will include conducting financial analyses, engaging stakeholders, and providing insights for business development. Ideal candidates will have necessary financial certifications and a strong...

Join a rapidly growing financial services firm as an Account Manager, where you'll play a pivotal role in enhancing client experiences and expanding forex products. This position offers the chance to work closely with clients, manage their accounts, and drive satisfaction and retention. With a focus on transparency and collaboration, you'll thrive in an environment that rewards excellence and...

Business Segment: Personal & Private Banking To deliver a quality service and manage service gaps realised by clients as they engage through the bank's various touchpoints. Deepen bank-client relationships primarily focused on lending and transactional product entrenchment and uptake on the bank's rewards programme. Mainly driven via campaigns execution and reactive response to client...

A leading South African financial services firm is seeking an individual to provide superior client service and financial education. The role involves achieving sales targets in lending and other products while educating clients on responsible credit use. Candidates should possess a Matriculation Certificate and demonstrate strong communication and networking skills. This position requires...

Stop Taking Orders. Start Driving Sales. Join the Frontline of E-Commerce Growth. Join TalentPop – Where Top Performers Thrive Are you ready to move beyond basic customer service? TalentPop is redefining customer engagement by turning every interaction into a potential revenue stream. We are seeking a Remote Client Conversion Specialist—an empathetic yet results-focused professional who can...

A financial services company is looking for a Wealth Manager to offer tailored financial advice to high-income clients. The ideal candidate will have a relevant degree and 3-5 years of experience, especially in investment products. You will be responsible for developing financial plans, maintaining client relationships, and ensuring compliance with relevant regulations. This role affords...

A leading financial institution seeks a dynamic Wealth Acquisition Banker in George to build and enhance relationships with high-net-worth clients. Responsibilities include delivering bespoke banking solutions, managing a complex client portfolio, and engaging in proactive client communication. The ideal candidate will have over 5 years of experience in Private Client banking, excellent...

A leading financial services institution in Western Cape is seeking an experienced financial advisor to provide tailored life assurance solutions and manage client portfolios. The ideal candidate should have expertise in client relationship management and the ability to conduct financial needs analyses. This position offers an opportunity to substantially grow a personal book of business within a...

A manufacturing company in George, Western Cape is looking for a Sales Representative to actively sell services and products. The role requires managing client relationships, generating leads, and achieving sales targets while maintaining high standards of customer service. Ideal candidates will have at least two years of experience in a similar role and a Matric qualification. Interested...

A leading financial institution in South Africa seeks a dedicated professional to enhance service delivery in Personal and Private Banking. The role involves managing client relationships, specifically in lending and transactional product execution. Candidates should possess a FAIS-aligned degree in Business Commerce and have 3–4 years of relevant banking experience, especially with Prestige...

A financial services provider in South Africa seeks a Wealth Manager to advise high-income clients on investments and financial planning. The ideal candidate will possess a relevant degree and a Certified Financial Planner qualification, with experience in managing client portfolios. Responsibilities include analyzing financial data, providing proactive financial insights, and ensuring compliance...

A leading financial institution in South Africa is seeking a Private Wealth Advisor to deliver exceptional financial solutions to clients. The ideal candidate should have a relevant degree, 3 to 5 years of experience in financial planning or wealth management, and possess excellent project management and client relationship skills. This role offers the opportunity to work with diverse clients...

A prominent financial institution is seeking a Private Wealth Advisor in George, Western Cape. The role involves delivering tailored financial solutions to clients, conducting reviews, and identifying growth opportunities. Ideal candidates will have a relevant degree and 3-5 years of experience in wealth management or financial advisory. Strong skills in client relationship management and...

A leading South African bank is seeking a Client Service Representative to educate clients on digital solutions and assist with cash transactions. The ideal candidate will have a Diploma, 1-2 years of experience in retail or banking, and strong customer service skills. Responsibilities include educating clients on services, addressing concerns, and maintaining strong client relationships. This...

A financial services provider in George seeks a Financial Advisor to manage high-income client relationships and offer expertise in investments and estate planning. The ideal candidate should hold a relevant degree and have 3-5 years of experience as a Wealth Manager. Responsibilities include developing financial plans, analyzing investment opportunities, and ensuring compliance with regulations....